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Misho ILIEV

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  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    @ bart_sst

    That's cool but in way that makes it even harder to keep the growth rate. It makes it more likely that Apple will cool down a bit or maybe not just a bit. It's a real risk and the p/e reflects that risk.
    Aug 5, 2015. 03:54 AM | 1 Like Like |Link to Comment
  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    It is harder to grow when you are so big. It's a also a dynamic and competitive market and it's harder to stay on top than in other more conservative businesses. A few wrong steps and Apple's profits may stagnate or even start going down.

    So let's appreciate that there *are* risks.
    Aug 4, 2015. 05:11 PM | 13 Likes Like |Link to Comment
  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    It's not exactly ridiculously cheap. The price reflects the risks for such a big company.

    I think that now at below $115 it is a much better bet than it used to be at $135. I would even say it is a reasonable bet right now. But I wouldn't call it ridiculously cheap. It will have to go all the way down to $85 to deserve that name.
    Aug 4, 2015. 01:50 PM | 53 Likes Like |Link to Comment
  • Apple Tries To Be Cool Again [View article]
    I would think that if Apple is a good buy at 600 it must be okey to buy it at 625 too. You are certainly not advising people to buy at 600 in order to sell at 625, right?


    It is also a bit weird that one who failed to buy at $590 just two weeks ago would now be waiting for $600, non?
    May 29, 2014. 05:28 AM | 4 Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    Good maths, dgulick!

    (It's another matter that I do not consider it possible to value AAPL and for that reason it's better to stay away.)
    Feb 5, 2014. 03:22 PM | 2 Likes Like |Link to Comment
  • Yes, Apple Still Is A 'No-Brainer' [View article]
    Yes, AAPL is a no brainer. But in the sense that it is clear one has to stay away, no matter how "cheap" the stock may look like.
    Jan 28, 2014. 05:32 AM | 2 Likes Like |Link to Comment
  • Apple Will Beat Street Estimates, A Buy Is Justified [View article]
    But that's the thing, the market is forward looking.
    Jan 27, 2014. 06:51 PM | Likes Like |Link to Comment
  • Apple Will Beat Street Estimates, A Buy Is Justified [View article]
    The guidance isn't great, plus the number of of phones sold is a miss.
    Apple shares - so much wishful thinking!
    For a company like Apple it is very hard to continue growing. It's too big. The market too competitive. I think I have written these words at least 30 times in the last year and a half...

    It's already down almost 7%. Tomorrow we might see Apple below $500 again.
    Jan 27, 2014. 06:19 PM | Likes Like |Link to Comment
  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    I wouldn't even call buy backs - financial engineering. It's a very legitimate way of returning cash to shareholders, parting ways with some of them, thus leaving the rest with a bigger share of the (future) pie.

    On the other hand, given that finance is about allocation of resources, what's so bad about financial engineering if it is done well (and no fraud is involved)?
    Jan 20, 2014. 06:16 PM | 1 Like Like |Link to Comment
  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    Apple should better try to keep its margins very high and provide top notch products.

    Going for lower margins will put Apple in a position to compete a lot more intensely with Samsung and the others. That scenario would not be the beginning of the end of Apple.
    Jan 7, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Apple Can Unlock 68% More Value By Emulating Google In This Way [View article]
    > Motorola = junk

    Are you sure? Motorola has returned 600% to investors in the last 5 years, hugely outperforming S&P 500, and is now trading at an all time high.

    Hardly junkā€¦
    Jan 3, 2014. 05:00 PM | Likes Like |Link to Comment
  • Insiders Are Selling Apple [View article]
    Let's not get TOO silly, though.

    If you bought Apple three years ago you would be 73% up by now. Which is not bad. And incidentally that's a better return than in GOOG for the same period...

    Think about it.

    It amazes me how superficially short term people think.
    Nov 9, 2013. 06:33 AM | 8 Likes Like |Link to Comment
  • Insiders Are Selling Apple [View article]
    Markus,

    Don't short Apple. I don't have a crystal ball, of course. But I can tell you that based on insider selling you can't make any conclusive judgments about the stock price movement.

    AAPL is relatively cheap, it has a huge cash pile and buy back programme, and seems to be doing reasonably well. So why should the stock price go sharply down?

    Better save your money for some more common sensed investment than gambling with an short position in Apple.
    Nov 9, 2013. 06:27 AM | 1 Like Like |Link to Comment
  • Apple: Why More Buybacks Makes Sense [View article]
    Yeah... The thing is, Jobs went public with Apple and it is now owned by its shareholdrs. It makes absolutely no sense to invest in something that gives nothing back... Sad but true!

    Now investors may buy the growth story but only up to a point. Once a company becomes the most profitable one and still gives nothing... what are investors to think about it?

    If Jobs (or his heirs) were to buy it out then I would agree he could do whatever he wants with the cash pile. Possibly have the compnay generate losses for a decade and just squander any amount of cash it has.

    But sorry, Apple is onwed by its shareholders and it will have to give back cash. And its managment will have to be under pressure to innovate and execute with a REASONABLE amount of cash and make more profits...
    Aug 23, 2013. 08:32 AM | 1 Like Like |Link to Comment
  • Apple: Why More Buybacks Makes Sense [View article]
    Keep the number of shares constant?

    Why 900 million shares? Why not take the count as of December 1980 (accounting for splits)?
    Aug 23, 2013. 08:23 AM | Likes Like |Link to Comment
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